AFG
BNY

Allegheny Financial Group’s Bank of New York Mellon BNY Stock Holding History

Allegheny Financial Group’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.75M Buy
12,105
+440
+4% +$60.2K 0.19% 72
2026
Q1 		$1.38M Hold
11,665
– – 0.19% 80
2025
Q4 		$1.35M Sell
11,665
-415
-3% -$45.9K 0.2% 79
2025
Q3 		$1.32M Buy
12,080
+10
+0.1% +$1.02K 0.25% 74
2025
Q2 		$1.1M Buy
12,070
+153
+1% +$13K 0.24% 81
2025
Q1 		$999K Sell
11,917
-18
-0.2% -$1.51K 0.26% 73
2024
Q4 		$917K Buy
11,935
+3
+0% +$232 0.24% 76
2024
Q3 		$857K Buy
11,932
+496
+4% +$32.6K 0.21% 89
2024
Q2 		$685K Buy
11,436
+368
+3% +$21.3K 0.2% 102
2024
Q1 		$638K Sell
11,068
-388
-3% -$21.4K 0.2% 94
2023
Q4 		$596K Buy
11,456
+757
+7% +$34.9K 0.19% 103
2023
Q3 		$456K Buy
10,699
+403
+4% +$18K 0.17% 110
2023
Q2 		$458K Sell
10,296
-257
-2% -$11K 0.22% 96
2023
Q1 		$480K Buy
10,553
+410
+4% +$19.9K 0.19% 104
2022
Q4 		$462K Buy
10,143
+528
+5% +$22.6K 0.19% 101
2022
Q3 		$370K Hold
9,615
– – 0.17% 102
2022
Q2 		$401K Buy
9,615
+1
+0% +$45 0.19% 90
2022
Q1 		$477K Sell
9,614
-201
-2% -$11.4K 0.2% 85
2021
Q4 		$570K Sell
9,815
-169
-2% -$9.72K 0.23% 72
2021
Q3 		$518K Sell
9,984
-35
-0.3% -$1.82K 0.24% 70
2021
Q2 		$513K Buy
10,019
+36
+0.4% +$1.8K 0.23% 71
2021
Q1 		$472K Sell
9,983
-34
-0.3% -$1.5K 0.35% 50
2020
Q4 		$425K Buy
+10,017
New +$385K 0.23% 67

Other funds holding BNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allegheny Financial Group's BNY Position: Q2 2026 in Review

Allegheny Financial Group increased its Bank of New York Mellon (BNY) stake by 3.8% in Q2 2026, buying an estimated $60.2K and bringing the position to 12,105 shares worth $1.75M. The position accounts for 0.19% of the portfolio, ranked #72.

Allegheny Financial Group first reported a position in BNY in Q4 2020 and has held it in 23 quarters since. 1,877 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

  • Allegheny Financial Group held 12,105 shares of Bank of New York Mellon worth $1.75M as of Q2 2026.
  • Allegheny Financial Group bought 440 Bank of New York Mellon shares in Q2 2026, an estimated $60.2K.
  • Bank of New York Mellon made up 0.19% of Allegheny Financial Group's portfolio in Q2 2026, its #72 holding.
  • Allegheny Financial Group first reported a position in Bank of New York Mellon in Q4 2020 and has held it in 23 quarters since.
  • 1,877 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.